Doyle Brown is a financial advisor at The AmeriFlex Group with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Sagepoint Financial, Inc. and OSAIC. Outside of advising, he is involved in technology services through an agent role with ACN. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm offers portfolio management, financial planning, third-party money manager selection and monitoring, and retirement plan consulting, delivering services through a network of advisory affiliates and multiple program platforms.

Kyle Stodtmeister is a financial advisor at Arkadios Wealth Advisors with seven years of industry experience. He holds the Series 65 designation and has previously worked at Wealth Architects and Stodtmeister Iron. Outside of finance, he is an officer in the Utah Army National Guard and co-owns a photography business with his wife. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans using a combination of fundamental, technical, and cyclical analysis, implemented through various managed account platforms and third-party managers.

Alyssa Dorn is a financial advisor with Arkadios Wealth Advisors in Reno, NV, holding a Series 65 designation and one year of industry experience. Prior to joining Arkadios Wealth Advisors, she worked at Yoga Pod and Great Full Gardens. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans through a range of managed accounts, third-party money managers, and financial planning. The firm employs a combination of fundamental, technical, and cyclical analysis and supports discretionary account management via its internal portfolio team, Arkadios Managed Solutions.

Stephen Sear is a financial advisor at Choreo, LLC with 22 years of industry experience. He holds a Series 66 designation and has worked at firms including Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Sear joined Choreo in 2023. Choreo provides investment and advisory services to a diverse client base, including individual investors, family offices, endowments, foundations, and corporate clients. The firm’s investment process focuses on strategic asset allocation and diversified model portfolios managed by a centralized team and overseen by an Investment Committee.

Peter Bessette is a financial advisor at Stratos Wealth Advisors LLC with 40 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at City National Bank and RBC Capital Markets. Outside of his advisory role, he is a partner at Reno Tahoe Wealth Management, providing investment management and wealth planning services. Stratos Wealth Advisors serves a diverse client base, including individuals, corporations, charitable organizations, and retirement plans, offering investment management, financial planning, and insurance consulting through a network of supervised investment advisory representatives. The firm utilizes a combination of bespoke and model portfolios, third-party advisers, and custodial relationships to implement client strategies.

Hemant Kathuria is a financial advisor with A.G.P. / Alliance Global Partners in Reno, NV, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Euro Pacific Capital, Inc. and Digital Offering LLC. He has been with A.G.P. since 2019. A.G.P. / Alliance Global Partners provides advisory and brokerage services to individuals, trusts, corporations, pooled vehicles, and plan sponsors, offering portfolio management, financial planning, retirement-plan consulting, and capital markets services. The firm emphasizes international investing through its EPC Advisors Group division and is known for active brokerage and product-distribution activities alongside standard advisory services.

Patricia Erwin is a financial advisor with World Equity Group, Inc. She holds a Series 66 designation and has 20 years of industry experience. She has worked at Tiger Wealth Management LLC and World Equity Group since 2006 and has been involved with various insurance carriers since 2005, focusing on the sale of life and long-term care insurance. World Equity Group provides investment advisory and brokerage services to individual and high-net-worth clients, business entities, non-profit organizations, and financial institutions. The firm employs a combination of model-based and customized investment approaches and offers access to third-party managers, managing approximately $944.7 million in assets.

William De Mar is a CFP® professional with 23 years of industry experience, currently serving as a financial advisor at Choreo, LLC since 2023. His prior experience includes roles at Enso Wealth Management and Edward Jones. Outside of his advisory work, he manages a private residence rental business in Truckee, CA. Choreo, LLC provides investment and advisory services to a diverse client base including individual investors, family offices, endowments, and corporate clients. The firm’s investment approach focuses on strategic asset allocation and diversified model portfolios, supported by a centralized portfolio management team and an Investment Committee.

Robert Barone is a financial advisor at Savvy with 20 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at firms including Farther Finance Advisors and FourStar Wealth Advisors. Outside of his advisory roles, he serves as a director at Allied Mineral Products, a refractory company. Savvy provides investment and financial planning services to individuals, trusts, businesses, and charitable organizations, employing a primarily index-based, long-term approach complemented by active equity portfolios and tax-aware strategies. The firm integrates third-party fintech tools and offers in-house tax preparation and estate-planning support.

Erich Brenner is a financial advisor at Stratos Wealth Advisors LLC with eight years of industry experience. He holds a Series 66 designation and has previously worked at RBC Capital Markets, Henry James International Management, and Navellier & Associates. Brenner serves on the board of directors for First Tee of Northern Nevada, a nonprofit that teaches life skills to young people through golf. Stratos Wealth Advisors serves a diverse client base including individuals, corporations, charitable organizations, and retirement plans. The firm provides investment management, financial planning, and insurance consulting through a network of investment advisory representatives, utilizing both bespoke and model portfolios alongside affiliated and third-party subadvisers.

Tyson Lokke is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Savvy since 2025. His prior roles include positions at Farther Finance Advisors, LLC, Goldman Sachs, and United Capital Financial Advisers, LLC. He is also the managing partner and independent insurance agent at Wealth Vision LLC, where he dedicates time to insurance activities. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, and corporations. The firm’s investment approach combines an index-based core with tailored strategies such as direct indexing with proactive tax-loss harvesting, active and passive stock portfolios, and ESG-focused models, supported by a parent technology platform and external research.

Benjamin Persyn is a financial advisor at Encompass More Asset Management LLC with two years of industry experience. He holds a Series 65 designation and has worked at Encompass More since 2024 and Appreciation Financial since 2022. Prior to his advisory roles, he spent 15 years at Costco Wholesale. He is also a licensed insurance agent. Encompass More Asset Management LLC serves individual and high-net-worth clients by providing discretionary portfolio management, financial planning, and access to private placements. The firm employs a model-based investment approach combining quantitative, qualitative, and fundamental analysis, managing approximately $582 million for around 4,000 clients.

Curtis Slothower is a financial advisor at Mutual Advisors, LLC with 14 years of industry experience. He holds the Series 66 designation and has worked at Mutual Advisors since 2024, following prior roles at Prime Capital Investment Advisors and Cornerstone Retirement Group. Outside of advising, he is an independent insurance agent offering fixed indexed annuities. Mutual Advisors, LLC manages approximately $6.75 billion through 123 advisors and serves individuals, institutions, trusts, and retirement plan participants. The firm offers asset management and consulting services, combining passive and active investment strategies tailored to client objectives.

Jennifer Means is a CFP® with 10 years of industry experience and has been with TCI Wealth Advisors, Inc. in Reno, NV since 2013. She holds a Series 65 license and works at a firm with a multi-team structure comprising 39 advisors. TCI Wealth Advisors serves individuals, high-net-worth clients, business entities, retirement plans, trusts, estates, and charities by providing discretionary and non-discretionary investment management, financial planning, and retirement plan consulting. The firm follows an asset-allocation-driven investment process emphasizing diversification, long-term holding periods, and disciplined rebalancing, primarily using institutional asset-class funds including Dimensional Fund Advisors (DFA) products.

Timothy Lewis is a CFP® and Series 66-registered advisor at EverSource Wealth Advisors, LLC with six years of industry experience. His prior roles include positions at The Leaders Group, Inc., Ratio Wealth Group, and Mass Mutual Life Insurance Company. He is also a licensed life, long-term care, and disability insurance agent. EverSource Wealth Advisors serves individual and high-net-worth investors, as well as institutional and advisory clients, offering wealth management, financial planning, portfolio management, and private markets access. The firm operates through a network of advisors delivering multiple investment programs and provides services to other RIAs and nonstandard institutional clients.

Charles Pinson Rose is a CFA® charterholder with 10 years of industry experience. He has worked at Perigon Wealth Management, LLC since 2015. Perigon Wealth Management provides customized investment advisory and wealth management services to individuals, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm develops portfolios based on client objectives and risk tolerance, often utilizing sub-advisors or turnkey asset management programs while maintaining oversight and conducting regular account reviews.

Kenneth Devore is a financial advisor at The AmeriFlex Group with 40 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Cambridge Investment Research, Inc., OSAIC, and Sagepoint Financial, INC. Devore is also an independent insurance agent for various companies. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm provides portfolio management, financial planning, third-party money manager selection, and retirement plan consulting, offering customized strategies and a range of wrap and non-wrap solutions.

Matthew Rowley is a financial advisor with Coppell Advisory Solutions LLC, holding a Series 65 credential and five years of industry experience. His prior roles include positions at Foundations Investment Advisors, Visionary Wealth Management, Gibbs Wealth Management, and Freedom Financial & Life. He also serves as an owner and insurance agent at Freedom Retirement Services, LLC. Coppell Advisory Solutions LLC serves individuals, pension and profit-sharing plans, trusts, estates, and corporate clients with discretionary portfolio management and financial planning. The firm uses an open-architecture platform and combines internally developed and independent asset allocation models with fundamental and technical analysis to manage portfolios on a discretionary basis.

Timothy Erwin is a financial advisor with WORLD EQUITY GROUP, Inc. He holds a Series 66 designation and has 20 years of industry experience. In addition to his advisory role, he manages operations and personnel at Colorite Plastics, a non-investment-related business. WORLD EQUITY GROUP provides investment advisory and brokerage services to individual and high-net-worth clients, business entities, non-profit organizations, and financial institutions. The firm employs a combination of model-based and customized investment approaches and offers a variety of portfolio management and financial planning services.

Dhruv Gupta is a financial advisor with IP Financial Advisory Services LLC in Reno, NV, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. His prior roles include positions at Emerson Equity LLC and Creative Financial Designs, Inc. Outside of advisory work, he is a part owner of Sainergy Inc., where he provides compliance consulting, and he also works as a licensed real estate salesperson in Nevada. IP Financial Advisory Services primarily serves individual retail clients, focusing on customized portfolio management, financial planning, and retirement-plan consulting. The firm employs a range of analytical approaches and offers access to third-party investment advisors, with an emphasis on non-high-net-worth individuals.